MORE deep-dive research with George Gilbert on Metadata & the next Intelligent Data Platform:
🔍 Data Management Evolution: Data management has shifted toward centralized consolidation, separating computational power from storage, leading to more efficient data handling.
🌐…

F5 shares fall over 9% on disappointing earnings outlook siliconangle.com/2024/04/29/f5-… via SiliconANGLE

MyPOV: Earnings preview on CNBC with Becky Quick

Amazon @apple and what happened to Meta ?

AI and earnings performance powering gains

#Magnificoent7 #BigTech #DigitalGiants

Went to UCLA this afternoon to talk to people peacefully. Few interesting takeaways:

1) Most of them openly say they support Hamas, a designated terrorist organization;

2) They say 10/7 atrocities, rapes, murders, didn’t happen. The official line is “even the NYT debunked it!”;…

New Research: Security budgets are growing, but so is vendor sprawl siliconangle.com/2024/04/27/sec… via SiliconANGLE

Red Sox win by 17. Celtics win by 20. Bruins up 3-0 and Leafs fans boo their team off the ice after second period. What a day for Boston sports.

Ahead of #theCUBE ’s 3-day live broadcast from #RedHatSummit , Rob Strechay talks to Red Hat’s @AsheshBadani about the security-related talks at this year’s event.

📺 Watch the full preview:
youtube.com/watch?v=axjN7U…

NYC action love it

Chip tension in the dessert ... can the USA compete or are we a bunch of lazy knuckleheads? cc Dave Vellante #CubePod conversation today
restofworld.org/2024/tsmc-ariz…

My take on #IBM #Hashicorp The Dynamics of HashiCorp and IBM's Strategic Advances in Future of Computing

video.cube365.net/c/953496 #hot #hashicorp #redhat #ibm #cloud #distributedcomputing #openstandards #watsonx #killerapps #flashsystems #storage

The campus jihadis are, at best, blithering morons.

At worst, they are a subversive fifth column—future 9/11 plotters advocating genocide in the name of 'social justice.'

Suspend, expel, arrest, prosecute, and, as appropriate, deport them.

My column 👇 newsweek.com/restore-order-…

On Biden 44.6% capital gains tax hike. And they are adding 25% capital gains tax on unrealized gains. When I started out as an angel investor I could only write small checks like $5k, $10k. I wouldn’t have been able to afford to pay for unrealized gains. Democrats have…

The Cloud deals are a disaster for AI companies!

Sorry for the clickbait, but I need the numbers. The AI-native companies have struck impressive deals with the major Cloud providers: OpenAI <> MSFT, Anthropic <>Amazon, and Cohere <> Oracle.

These deals are great for the Cloud…

.@Intel's stock slides on weak forecast - by Mike Wheatley on SiliconANGLE bit.ly/3Ujfv7c >> First time growth in all areas, loss down to 10% YoY, now Pat Gelsinger needs to stay the course. Not waiting for #Godot , but #Gaudi #NextGenApps #Earnings

Intel having a hard time with earnings with a weak forecast.

Intel’s stock slides on weak forecast siliconangle.com/2024/04/25/int… via SiliconANGLE

Retrofit or rebuild the workload? 🤖 Join #theCUBE in exploring #enterpriseAI efforts to redefine the workload at #SASInnovate

📺 Get into the full discussion:
youtube.com/watch?v=FqP_ox…

John Furrier Dave Vellante #theCUBE SASsoftware